Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Prevail Innovative Wealth Advisors »

iShares Lehman 7-10 Yr Treas. Bond shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Prevail Innovative Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$502k	5.2k	96.16
2025-03-31	$242k	2.5k	95.37
2024-12-31	$236k	2.5k	92.45

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

Ssga Active Etf Tr State Street Bla (SRLN)

Ishares Tr 20+ Year Tr Bd (TLTW)

American Centy Etf Tr Avantis Us Small (AVSC)

Exxon Mobil Corporation (XOM)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Neos Etf Trust Neos S&p 500 Hi (SPYI)

Vertex Pharmaceuticals Incorporated (VRTX)

Global X Fds Defense Tech Etf (SHLD)

Meta Platforms Cl A (META)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

Envestnet Asset Management

Carronade Capital Management

Pnc Financial Services

Raymond James Financial

Ronald Blue Trust

LPL Financial

Captrust Financial Advisors

Northwestern Mutual Wealth Management Company

Jane Street

View all funds holding iShares Lehman 7-10 Yr Treas. Bond

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z